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Original filing (PDF)20251001095748NAL0013034849001
GRUBE, INC.
Form 5500
FILING_RECEIVED
GRUBE, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,047
Accounts w/ balance
147
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
How this plan invests
This plan
5 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 7% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (18 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRUBE, INC..
Plan sponsor
Name
GRUBE, INC.
EIN
38-3824895
Address
607 W 3RD ST. · PO BOX 157 · DEFIANCE, OH · 43512
Phone
(419) 670-3455
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
STEYER & CO., CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, INC. | 04-3015875 | — | TPA | $9K | — |
Investments
23 direct securities · 5 pooled funds· $5.1M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$3.8M
22 holdings
Common Collective Trust
$1.3M
5 holdings
Registered Investment Companies
$7K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanquard Target Retirement 2045 Shares 31,074.668 | — | — | — | $922K | 17.8% | |
| Vanquard Target Retirement 2055 Shares 14,250.653 | — | — | — | $792K | 15.3% | |
| Principal Blue Chip FD CL R6 Shares 11,372.201 | — | — | — | $524K | 10.1% | |
| SPA AGGRESSIVE PORTFOLIO GREAT GRAY TRUST COMPANY · EIN 81-4599793 / PN 318 | Common Collective Trust | — | — | $509K | 9.8% | |
| SPA BALANCED PORTFOLIO GREAT GRAY TRUST COMPANY · EIN 81-4576579 / PN 316 | Common Collective Trust | — | — | $353K | 6.8% | |
| Vanguard Equity Inc FD Admiral SHS Shares 3,350.959 | — | — | — | $295K | 5.7% | |
| Vanguard Small Cap Growth Index Shares 2,706.480 | — | — | — | $266K | 5.1% | |
| Vanguard Target Retirement 2035 Shares 10,959.867 | — | — | — | $263K | 5.1% | |
| Vanguard Mid Cap Index Shares 670.819 | — | — | — | $219K | 4.2% | |
| SPA GROWTH PORTFOLIO GREAT GRAY TRUST COMPANY · EIN 81-4586721 / PN 317 | Common Collective Trust | — | — | $204K | 3.9% | |
| SPA CONSERVATIVE PORTFOLIO GREAT GRAY TRUST COMPANY · EIN 38-4139840 / PN 620 | Common Collective Trust | — | — | $174K | 3.4% | |
| Vanquard Target Retirement 2025 Shares 7,325.326 | — | — | — | $137K | 2.6% | |
| Vanguard Target Retirement 2065 Shares 3,063.969 | — | — | — | $103K | 2.0% | |
| MFS MID Cap Growth CL R6 Shares 2,345.392 | — | — | — | $74K | 1.4% | |
| American Funds Europacific Growth Shares 1,111.506 | — | — | — | $60K | 1.2% | |
| Vanguard 500 Index FD Admiral Shares 84.683 | — | — | — | $46K | 0.9% | |
| Fidelity Emerging Markets FD Shares 953.888 | — | — | — | $36K | 0.7% | |
| Vanguard REIT Index Shares 220.804 | — | — | — | $28K | 0.5% | |
| SPA MODERATE PORTFOLIO GREAT GRAY TRUST COMPANY · EIN 81-4559880 / PN 315 | Common Collective Trust | — | — | $16K | 0.3% | |
| MFS Mid Cap Value R6 Shares 298.004 | — | — | — | $9K | 0.2% | |
| Allspring Special SMCAP VAL R6 Shares 184.928 | Registered Investment Companies | — | — | $7K | 0.1% | |
| Vanguard Small Cap Index Shares 61.603 | — | — | — | $7K | 0.1% | |
| Vanguard Target Retirement 2030 Shares 134.371 | — | — | — | $5K | <0.1% | |
| Schwab Bank Savings Money Market Shares 4,728.36 | — | — | — | $5K | <0.1% | |
| Vanguard Target Retirement 2040 Shares 91.097 | — | — | — | $4K | <0.1% | |
| DFA Inflation-Protected Securities Shares 276.222 | — | — | — | $3K | <0.1% | |
| Vanguard Target Retirement 2060 Shares 46.867 | — | — | — | $2K | <0.1% | |
| DFA Global Real Estate Securities Shares 199.088 | — | — | — | $2K | <0.1% |
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